Purchases and Sales Made in Q2 2023 in Medtronic PLC (MDT)
This table provides information about the institutional ownership of Medtronic PLC (MDT) during Q2 2023. The information is specifically focused on institutions that hold shares of Medtronic plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
108+ 3.44% |
$8.58K - $9.87K
|
3.25K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
106+ 4.07% |
$8.42K - $9.69K
|
2.71K
$255K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
105+ 2.01% |
$8.34K - $9.59K
|
5.34K
$503K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
105+ 0.33% |
$8.34K - $9.59K
|
32.1K
$3.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 1.46% |
$8.34K - $9.59K
|
7.29K
$687K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
105+ 1.46% |
$8.34K - $9.59K
|
7.29K
$687K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
103+ 1.94% |
$8.19K - $9.41K
|
5.41K
$510K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
BUY
|
- |
100+ 0.1% |
$7.95K - $9.14K
|
95.6K
$9.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 50.25% |
$7.95K - $9.14K
|
299
$28.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 0.72% |
$7.95K - $9.14K
|
13.9K
$1.31M
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
100+ 0.96% |
$7.95K - $9.14K
|
10.5K
$987K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
96+ 0.25% |
$7.63K - $8.77K
|
39.1K
$3.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
96+ 5.5% |
$7.63K - $8.77K
|
1.84K
$174K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
93+ 1.6% |
$7.39K - $8.5K
|
5.9K
$556K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
93+ 3.1% |
$7.39K - $8.5K
|
3.09K
$291K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
90+ 5.85% |
$7.15K - $8.22K
|
1.63K
$154K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
88+ 2.98% |
$6.99K - $8.04K
|
3.04K
$287K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
87+ 0.1% |
$6.91K - $7.95K
|
88.4K
$8.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
86+ 21.39% |
$6.83K - $7.86K
|
488
$46K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
86+ 3.97% |
$6.83K - $7.86K
|
2.25K
$213K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
85+ 7.38% |
$6.75K - $7.77K
|
1.24K
$117K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
84+ 1.65% |
$6.68K - $7.68K
|
5.16K
$487K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
84New |
$6.68K - $7.68K
|
84
$7.92K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
83+ 1.25% |
$6.6K - $7.58K
|
6.73K
$635K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
82+ 0.29% |
$6.52K - $7.49K
|
28.7K
$2.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
81+ 0.38% |
$6.44K - $7.4K
|
21.6K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
80+ 1.17% |
$6.36K - $7.31K
|
6.94K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
80+ 1.67% |
$6.36K - $7.31K
|
4.87K
$459K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
77+ 102.67% |
$6.12K - $7.04K
|
152
$14.3K
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
77+ 0.59% |
$6.12K - $7.04K
|
13.2K
$1.24M
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
76+ 0.18% |
$6.04K - $6.94K
|
41.4K
$3.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
75+ 0.27% |
$5.96K - $6.85K
|
27.7K
$2.61M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
71+ 2.62% |
$5.64K - $6.49K
|
2.78K
$262K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
70+ 0.34% |
$5.56K - $6.4K
|
20.6K
$1.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
70+ 10.23% |
$5.56K - $6.4K
|
754
$71.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
65+ 2.47% |
$5.17K - $5.94K
|
2.7K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
65New |
$5.17K - $5.94K
|
65
$6.13K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
61+ 0.93% |
$4.85K - $5.57K
|
6.6K
$622K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
61+ 0.96% |
$4.85K - $5.57K
|
6.44K
$607K
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
60+ 0.44% |
$4.77K - $5.48K
|
13.8K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
60+ 35.29% |
$4.77K - $5.48K
|
230
$21.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
59+ 2.14% |
$4.69K - $5.39K
|
2.81K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
59+ 0.37% |
$4.69K - $5.39K
|
16K
$1.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
58+ 7.15% |
$4.61K - $5.3K
|
869
$81.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
58+ 4.27% |
$4.61K - $5.3K
|
1.42K
$134K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
55+ 6.59% |
$4.37K - $5.03K
|
890
$83.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
53+ 2.07% |
$4.21K - $4.84K
|
2.61K
$246K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.66% |
$4.21K - $4.84K
|
3.26K
$307K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
52+ 55.91% |
$4.13K - $4.75K
|
145
$13.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
52+ 0.73% |
$4.13K - $4.75K
|
7.22K
$681K
|